BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.19M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$1.41M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$961K

Top Sells

1
+$494K
2
+$484K
3
+$320K
4
HD icon
Home Depot
HD
+$234K
5
FUN icon
Cedar Fair
FUN
+$218K

Sector Composition

1 Communication Services 14.81%
2 Consumer Staples 13.04%
3 Technology 12.69%
4 Financials 11.52%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.14%
6,237
-550
102
$415K 0.13%
6,158
103
$414K 0.13%
3,680
104
$398K 0.13%
5,768
+1,395
105
$388K 0.12%
288
+4
106
$383K 0.12%
4,007
107
$381K 0.12%
1,849
-185
108
$380K 0.12%
11,420
109
$374K 0.12%
46,370
110
$373K 0.12%
+8,590
111
$372K 0.12%
14,648
112
$369K 0.12%
12,233
-2,167
113
$364K 0.12%
+4,368
114
$357K 0.11%
1,589
+20
115
$356K 0.11%
2,000
116
$347K 0.11%
+4,114
117
$330K 0.11%
+13,959
118
$329K 0.11%
+6,828
119
$305K 0.1%
3,194
120
$305K 0.1%
5,319
121
$288K 0.09%
13,610
122
$283K 0.09%
10,485
+100
123
$264K 0.09%
14,685
124
$260K 0.08%
24,250
125
$254K 0.08%
2,037
2 3 4
5
6